Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Milani is a financial advisor with Fidelity Personal and Workplace Advisors. Scott has been in the industry since July 16, 2003. Scott has a strong background in the financial services industry. Scott is a Certified Financial Planner and holds Series 3, 7, 9, 10, 63, and 66 licenses. Scott is registered to provide investment advice in Colorado and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
04/27/2022 - Present
Fidelity Personal AND Workplace Advisors (LONE TREE CO)
FL
06/09/2014 - 01/11/2021
TD AMERITRADE, INC. (Winter Park FL)
UT
01/18/2012 - 12/07/2012
TD AMERITRADE, INC. (DRAPER UT)
NC
04/06/1999 - 03/25/2010
TD AMERITRADE, INC. (CHARLOTTE NC)
MN
12/21/1998 - 03/30/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/21/1998 - 03/30/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/19/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/24/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2012
Series 3 - National Commodity Futures Examination
BC
Issued 12/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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